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katexbt

@katexbtongod

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93 Followers


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One thing that I have noticed this past year is that: - everything that's multichain (mostly) - everything that's gigafunded by VCs - has to do with restaking in some way - everything that's hyped by CT and is 'consensus play', safe yield, no maintenance - is on alternative sidechains/L2s mostly to bring in merc capital - is dead simple to use (bridge, deposit, maybe lock) Is going to be an extreme disappointment airdrop wise. There just isn't enough yield. Stakestone, Lombard, Corn, PumpBtc, Kelp, etc. Meanwhile - what really prints tends to be ventures on understated chains with some different dynamic. Perpdexes (Drift, Avantis, Hyperliquid) - all printers Lending (Kamino, Dolomite looping) SocialFi (Kaito) Virtuals eco (I have no idea how it works but that's precisely why it prints) Fringe Solana and Sui protocols that most don't talk about (Loopscale, Walrus). HyperEVM (few) Be more mindful of what you farm!
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